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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,137 | $181,896-64.7% | $156,551-59.0% | $273,972-76.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.72% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,862 | $6,248-70.2% | $5,501-66.2% | $4,869-61.8% |
| Participant deferral / active EE | $6,536 | $5,550+17.8% | $4,871+34.2% | $5,287+23.6% |
| Admin fee / account holder | $291 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |